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Level 1

Merging customer types

I would like to merge several Customer Types into a single Customer Type.

 

Advice?

Solved
Best answer July 22, 2020

Best Answers
QuickBooks Team

Merging customer types

Thanks for posting in the Community space, @Songcrafterliz1.

 

You can create subtypes of so you can classify them into a single customer type. I'll guide you how:

 

  1. Click Lists at the top menu and select Customer & Vendor Profile Lists.
  2. Choose the Customer Type List.
  3. Click the Customer Type you want to subtype.
  4. Tick the box beside Subtype of, then choose the Customer Type from the drop-down arrow.
  5. Hit OK.

Joesem Molat1.JPG Joesem Molat.JPG Joesem Molat1.JPG

Also, you can only merge Accounts, Customers, and Vendors in QuickBooks Desktop that will help organize track of your finances.

 

In case you need to run sales or customer-related reports, click this article: Customize customer, job, and sales reports in QuickBooks Desktop. It also contains links  on how customize vendor, item , and payroll and employee reports in QuickBooks.

 

I'm also adding the link where you can find articles that cover common questions in QuickBooks Desktop as future reference: Help articles.

 

Leave a comment down below for any questions. I'm here to keep helping. Take care!

 

View solution in original post

2 Comments
QuickBooks Team

Merging customer types

Thanks for posting in the Community space, @Songcrafterliz1.

 

You can create subtypes of so you can classify them into a single customer type. I'll guide you how:

 

  1. Click Lists at the top menu and select Customer & Vendor Profile Lists.
  2. Choose the Customer Type List.
  3. Click the Customer Type you want to subtype.
  4. Tick the box beside Subtype of, then choose the Customer Type from the drop-down arrow.
  5. Hit OK.

Joesem Molat1.JPG Joesem Molat.JPG Joesem Molat1.JPG

Also, you can only merge Accounts, Customers, and Vendors in QuickBooks Desktop that will help organize track of your finances.

 

In case you need to run sales or customer-related reports, click this article: Customize customer, job, and sales reports in QuickBooks Desktop. It also contains links  on how customize vendor, item , and payroll and employee reports in QuickBooks.

 

I'm also adding the link where you can find articles that cover common questions in QuickBooks Desktop as future reference: Help articles.

 

Leave a comment down below for any questions. I'm here to keep helping. Take care!

 

View solution in original post

Level 1

Merging customer types

Thanks!

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